Raymond James reiterates American Tower stock rating on solid results
#Raymond James #American Tower #AMT stock #Strong Buy #Q4 2025 results #stock buybacks #dividend growth #DISH guidance
📌 Key Takeaways
- Raymond James maintains Strong Buy rating on American Tower with $229 price target
- American Tower exceeded Q4 2025 earnings and revenue expectations
- Company removed DISH from guidance after wireless exit and rent defaults
- American Tower increased buybacks and maintained 15-year dividend growth streak
📖 Full Retelling
Raymond James reiterated its Strong Buy rating and $229.00 price target on American Tower stock (NYSE:AMT) on February 25, 2026, following the telecommunications infrastructure company's solid fourth quarter 2025 financial results and positive initial 2026 guidance that exceeded analyst expectations. The tower operator reported earnings per share of $1.75, representing a 19.05% surprise over the forecasted $1.47, while revenue reached $2.74 billion, surpassing the anticipated $2.68 billion. American Tower's stock currently trades at $190, featuring a P/E ratio of 30.11 and an attractive PEG ratio of 0.18, indicating the shares are trading at a low price relative to near-term earnings growth. The company's strategic moves include removing DISH from guidance as of January 1, 2026, following DISH's exit from the wireless business and default on owed tower rents, which Raymond James views as a clearing event with the bad news already priced in. Additionally, American Tower recently sold half its stake in satellite direct-to-device operator ASTS while maintaining enough to retain board representation and executed $365 million in stock buybacks during Q4 2025, its largest year of buybacks since 2017. The $89 billion tower operator has also demonstrated consistent financial discipline by raising its dividend for 15 consecutive years, currently yielding 3.58%, while maintaining $1.6 billion remaining in authorized buybacks.
🏷️ Themes
Stock Rating, Telecommunications Infrastructure, Financial Performance
📚 Related People & Topics
Raymond James Financial
American multinational independent investment bank and financial services company
Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition...
American Tower
American communications infrastructure company
American Tower Corporation (also referred to as American Tower or ATC) is an American real estate investment trust which owns, develops and operates wireless and broadcast communications infrastructure in several countries. It is headquartered in Boston, Massachusetts. As of December 31, 2024, the c...
Entity Intersection Graph
Connections for Raymond James Financial:
🌐
Valuation
1 shared
👤
Bristow Helicopters
1 shared
🌐
Financial market
1 shared
🌐
Financial statement analysis
1 shared
🏢
Vertical Aerospace
1 shared
Original Source
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry AMD stock surges 14% on Meta AI partnership deal Bitcoin slips, wipes out 50% from October record high at session low Wall Street ends higher on tech rebound ahead of State of the Union address Software stocks rebound as Anthropic partnerships ease AI disruption fears (South Africa Philippines Nigeria) Raymond James reiterates American Tower stock rating on solid results By Investing.com Analyst Ratings Published 02/25/2026, 01:32 AM Raymond James reiterates American Tower stock rating on solid results 0 AMT 0.07% Investing.com - Raymond James reiterated a Strong Buy rating and $229.00 price target on American Tower stock (NYSE:AMT) following the company’s fourth quarter 2025 results and initial 2026 guidance. The stock currently trades at $190, with a P/E ratio of 30.11 and an attractive PEG ratio of 0.18, suggesting the shares are trading at a low price relative to near-term earnings growth. The tower operator’s results came in mostly above Raymond James estimates and removed DISH from guidance as of January 1, 2026. The results fell below Street estimates that included varying DISH assumptions. Raymond James said tower companies removing DISH from guidance represents a clearing event for the stocks, with the bad news priced in and potential settlements providing upside. DISH exited the wireless business and defaulted on owed tower rents. American Tower recently sold half its stake in satellite direct-to-device operator ASTS while maintaining enough to stay on the board. The company bought back $365 million of its own stock in the fourth quarter of 2025, its largest year of buybacks since 2017. The $89 billion tower operator has also raised its dividend for 15 consecutive years, currently yielding 3.58%. For deeper insights into AMT’s valuation and growth prospects, InvestingPro offers exclusive access to Fair Value analysis and comprehensive Pro Research Reports covering over 1,400 US equities. American To...
Read full article at source